Filed August 27, 2015 (most recent of 6 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,765 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $7,568 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,995 | $65,376-54.1% | $87,100-65.6% | $65,185-54.0% |
| Participation rate | 72.5% | 75.3%-2.8pp | 76.9%-4.3pp | 70.2%+2.3pp |
| Annual return | 20.47% | 31.27%-10.8pp | 28.19%-7.7pp | 29.38%-8.9pp |
| Employer contribution / active EE | $2 | $1,822-99.9% | $2,521-99.9% | $2,177-99.9% |
| Participant deferral / active EE | $2,424 | $3,388-28.5% | $4,049-40.1% | $3,514-31.0% |
| Admin fee / account holder | $123 | $520-76.3% | $7,497-98.4% | $847-85.4% |